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701 Deming Way Suite 100, Madison, WI 53717 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2023-10-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Buttonwood Partners, Inc | Madison | WI | 01/2004 | Present |
| Buttonwood Partners, Inc | Madison | WI | 12/2003 | Present |
| Sycamore Investment Consulting Services, Llc | Madison | WI | 10/2023 | Present |
Board member of the Australian Shepherd Club of America. Volunteer position. Do not receive compensation except for some reimbursement of travel expenses.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-08-30 |
| S63 | Uniform Securities Agent State Law Examination | 1997-03-24 |
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